Private Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
1,303
-1
| -0.1% | -$295 | 0.13% | 61 |
|
|
2025
Q1 | $324K | Sell |
1,304
-88
| -6% | -$21.9K | 0.12% | 63 |
|
|
2024
Q4 | $306K | Buy |
1,392
+573
| +70% | +$126K | 0.12% | 66 |
|
|
2024
Q3 | $181K | Buy |
819
+3
| +0.4% | +$663 | 0.07% | 79 |
|
|
2024
Q2 | $141K | Buy |
816
+169
| +26% | +$29.2K | 0.06% | 87 |
|
|
2024
Q1 | $124K | Sell |
647
-26
| -4% | -$4.97K | 0.06% | 87 |
|
|
2023
Q4 | $110K | Buy |
+673
| New | +$110K | 0.05% | 93 |
|